Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.9B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,729
New
Increased
Reduced
Closed

Top Buys

1
+$1.37B
2
+$1.02B
3
+$631M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$490M
5
META icon
Meta Platforms (Facebook)
META
+$320M

Top Sells

1
+$63M
2
+$48.4M
3
+$32.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$31.6M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$27.7M

Sector Composition

1 Technology 9.83%
2 Financials 3.85%
3 Consumer Discretionary 2.66%
4 Communication Services 2.45%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$7.93M 0.01%
400,726
+48,321
527
$7.86M 0.01%
62,326
-6,394
528
$7.79M 0.01%
296,155
+15,047
529
$7.72M 0.01%
121,406
-6,821
530
$7.71M 0.01%
126,828
+10,678
531
$7.7M 0.01%
82,594
-4,823
532
$7.69M 0.01%
85,728
+26,349
533
$7.66M 0.01%
8,341
+2,649
534
$7.65M 0.01%
23,426
-5,234
535
$7.64M 0.01%
90,853
-10,046
536
$7.63M 0.01%
72,991
-882
537
$7.63M 0.01%
59,411
+9,863
538
$7.62M 0.01%
60,513
-38,341
539
$7.55M 0.01%
142,296
+7,032
540
$7.55M 0.01%
62,157
+31,390
541
$7.54M 0.01%
108,750
+86,114
542
$7.51M 0.01%
111,976
-14,107
543
$7.49M 0.01%
112,308
-6,220
544
$7.47M 0.01%
21,335
+9,507
545
$7.43M 0.01%
82,525
+19,422
546
$7.36M 0.01%
18,784
+261
547
$7.35M 0.01%
52,745
+7,441
548
$7.31M 0.01%
238,069
+44,972
549
$7.18M 0.01%
22,236
-14,019
550
$7.17M 0.01%
101,966
-10,259
20 21
22
23 24